This page lists bookkeeping and accounting firms that serve home-service and trades businesses such as HVAC, plumbing, electrical, roofing, landscaping, and general contracting in Charlotte, NC. Each entry summarizes the firm based on its own website, and notes when a firm serves the area remotely rather than from a local office.
Firms listed: 2.
David Love CPA #
Website: https://www.love-cpa.com
Phone: 704-688-5995
David Love CPA is an accounting and tax firm located in Charlotte, North Carolina. According to its website, the practice operates from 8514 McAlpine Park Drive, Suite 290, Charlotte, NC 28211, and holds NC CPA Certificate #15348. The firm describes itself as specializing in accounting solutions and tax strategies for small business owners, and it offers a full range of accounting, tax, and consulting services intended to help clients manage their financial affairs.
The firm groups its work into several core areas. Its accounting services include small business accounting, outsourced accounting and bookkeeping, business and financial consulting, and new business advisory. On the tax side, the firm handles tax planning, tax preparation, back taxes, and IRS problem resolution. The firm states that it shows clients how to control expenses, monitor cash flow, and stay on track toward business goals, and that its consulting work aims to bring clarity to financial data so owners can make informed decisions.
A significant portion of the firm’s published material addresses construction accounting. David Love CPA states that it works with construction businesses, contractors, and tradesmen, and it presents itself as a Charlotte CPA firm with expertise in this field. The firm notes that the construction industry is subject to economic fluctuations, which it says makes careful financial management and tax planning particularly important. For construction clients, the firm lists services that include tax planning and preparation, accounting and bookkeeping, budgeting, cost and profit analysis and projections, financial statement preparation, assistance with business loans, new business advisory work, overhead rates and allocations, and outsourced accounting services. The firm states that it works to limit tax liabilities and control tax exposure throughout the year while keeping clients compliant with federal and state tax regulations.
Beyond construction, the firm describes serving a range of industries. Its website identifies work with dental practices, law firms, medical practices, restaurants, retail businesses, and transportation companies. For dentists and oral surgeons, the firm references accounting services and tax planning strategies. For law firms and sole practitioners, it describes handling accounting and bookkeeping so attorneys can focus on billable hours. For medical practices, the firm states that its accounting solutions allow doctors to spend less time on accounting tasks. The firm also references serving restaurant owners by taking on accounting and bookkeeping responsibilities. Across these industries, the common theme presented on the site is the handling of routine accounting and bookkeeping functions combined with tax planning.
The firm emphasizes that contractors and tradesmen can control costs and reduce taxes when it manages their accounting and bookkeeping. This contractor and trades focus is reflected both in the dedicated construction page and in the industry summaries on the firm’s home page, where construction is the first industry listed among those it serves.
The website indicates that David Love CPA offers a no-cost initial consultation, during which it introduces its staff and discusses how it can work with prospective clients on tax matters, cash flow, and overall financial planning. The firm also references a newsletter that shares tax news and provides resources through its site, including a blog and a section for making payments and sending files.
For prospective clients in the Charlotte area, the firm presents itself as a local provider physically based in the city, with services oriented toward small businesses and the industries noted above. The contact details published on the site are the McAlpine Park Drive office address and the phone number 704-688-5995. Readers seeking accounting, bookkeeping, tax, or business consulting support for a small business or for a construction or trades operation in the Charlotte market will find that the firm’s stated service offerings cover those needs as described on its website.
Ed Lloyd & Associates #
Website: https://elcpa.com
Phone: (704) 544-7600
Ed Lloyd & Associates, PLLC is a CPA firm that serves businesses in the Charlotte, North Carolina area and beyond. According to its website, the firm’s office is located at 103 Waxhaw Professional Park Drive, Suite A, Waxhaw, NC 28173, a community in the Charlotte metropolitan area. The firm states that it works with clients from North Carolina to Hawaii and points in between, indicating that its client base extends past the immediate Charlotte region even though its physical office is in Waxhaw. The firm can be reached at (704) 544-7600 or by email at success@elcpa.com.
The firm presents tax reduction and proactive tax planning as central to its work. Its website states that tax season begins months before returns are prepared and emphasizes building a strategy in advance to distribute finances and organize spending. Ed Lloyd & Associates describes a four-step approach to working with clients: discovering the client’s needs, analyzing financial data, setting goals, and implementing solutions. The firm states that its team includes CPAs and that clients are assigned a dedicated account manager who can be contacted for ongoing needs.
In addition to tax planning and preparation, the firm offers what it calls real-time accounting services and client accounting services. The website describes helping clients reduce accounting costs, produce timely and understandable financial reports, and automate or streamline routine tasks. The firm states that accurate and on-time financials allow it to provide timely recommendations and support tax reduction. It also offers CFO growth services, which the site describes as analyzing business numbers against industry standards, building customized budgets, supporting expansion or sale decisions, and helping clients address debt.
A dedicated section of the firm’s website focuses on construction accounting. The firm states that it provides full-service accounting to the construction industry and is familiar with day-to-day construction operations, the need for accurate financial data, job costing, and workman’s compensation. It reports having worked with a range of construction professionals, specifically naming HVAC providers, homebuilders, drywall contractors, manpower providers, masons, plumbers, electricians, and small general contractors. For construction clients, the firm lists services that include bookkeeping and outsourced accounting, systems to reduce the risk of fraud, proactive tax planning, tax projections and preparation, business advisory services tailored to the construction industry, and payroll and employee matters. The firm also states that it provides audit and review services as needed for state contractor license requirements and references a product it calls BOSS for Construction.
The firm describes its overall philosophy as proactive and client-focused, stating that it takes time to understand each client and that clients are treated as more than a number. The website includes client testimonials, one from a chiropractic practice describing a relationship of more than twenty years and accurate, timely tax work, and another from a dentist describing long-term personal and business accounting support. These statements are attributed to the firm’s clients on its site.
The firm’s published materials reference work with dental and other professional practices alongside its construction focus, and the site notes that potential team members may apply for career opportunities. The firm also offers a newsletter with tax reduction and business tips and provides a client center login for existing clients.
For businesses in the Charlotte and broader North Carolina market, particularly construction companies and the trades named above, Ed Lloyd & Associates presents itself as a CPA firm offering combined tax planning, accounting, and advisory services. Prospective clients are directed to schedule a meeting or call the office at (704) 544-7600. The firm’s stated home base is Waxhaw, NC, within the Charlotte area, rather than the city of Charlotte itself.